liz: i am liz claman. last hour of trading. there's some real action in a couple minutes. count down to the closing bell begins now. let's get you up to speed. of three major indices are in the red with the s&p falling after philadelphia fed president's comments on fox business that q e 3, quantitative easing will not help to boost jobs or lower the unemployment rate. fox business makes business. peter barnes has the exclusive interview. we have much more coming up. let's look at the dow jones industrials losing steam coming down. earlier today we were up 61 points. a few seconds before we came out of the commercial break we were down 45 points at lows of the

session falling further down 50 points. we have caterpillar as the biggest drag shaving 25 points off of the dow after it cut 2015 revenue forecast same 2015 is far out but that is one commodity producers or the guys to indicate what they are ordering and cutting back on their orders so we are cutting back on hearings. shares of tesla motors getting slammed after the company lowered its revenue forecast due to slow rollout which is new model x. the most expensive electric vehicle. very fancy. we spoke to elon musk on the floor of his tax locomotor company and got a much different story. something must have happened between then and now house sales were trending. >> we continue to see growth

with every quarter seeing more interest. >> they can develop it fast enough or is not as strong as we hoped but we are following the tax laws story. there is good news. the s and p case schiller index is for home prices up for the fourth consecutive month with home builders getting a lift early on now slightly lower. we are talking home builders for the past year. we got in several months ago but many believe we are really in the early stages of a housing at least recovery. if not come back. let's get to the floor show. traders at the stock exchange and the nymex. you think what turned around the market, we have been a 60 points for the dow. >> there was a story out of philadelphia that the president of the philadelphia fed made

some negative comments, news out of the fed about this third round of easing. liz: he said to peter barnes that qe 3 efforts the fed is going into, $40 billion in purchases and things like mortgage-backed securities. probably help the economy. that is what he said the fox business. >> that got him started but i think the background, caterpillar guidance on top of the fedex guidance on top of texas instrument guidance on top of dupont's guidance going back to the first quarter of this year, this cannot continue without a negative impact on the market. the market struggling here. they are hanging in. considering where we are technically, dancing around a recovery but the fact is if corporate america starts to roll over and every indication is it

will start to rollover and earnings aren't there the market is only going to go one way. liz: you are negative. rollover? people are winding up and dying to get their hands on that phone but i hear what you are saying. you are in the chicago mercantile exchange and you get a somewhat different perspective the same as the same level. >> what we are looking at is commodities. prices have come down since they did q e. one of the things i am concerned with is crude oil. they're still a lot of unrest between iran and israel and obama coming in and saying more sanctions. with that we are going to see a spread between west texas and crude oil that will come back

and haunt us and we look at the other commodities that have come down nicely and grains. but i see crude-oil and gasoline rising back up and q e. 3 will not help the situation. liz: tesla should be up. this is an all of electric vehicle that could go 300 miles on a single charge. this has got to be the wave of the future. if we are held hostage to what is going on in the middle east time and time again. >> i tell you all the time that crude here which is what we specialize in is a news driven market. there's an old expression down here -- crew coming lower but i agree with the other speaker. they are always waiting for the news story and if they ride the market any sort of news in the israeli iran thing will set us

hire. liz: what are we supposed to do? >> that is the best i have got. liz: thank you. great to see you. appreciate you joining us. we told you a good piece of news. the case schiller index. could this really be the floor of the housing recovery. as we move higher prices were up in july. it is a trend. fourth straight month. the ceo and portfolio managers says you can profit from these numbers and from what he believes an economic recovery is forming the last hour of trading. don runs the return dividend fund. you are up 12% but year over year up 25%. to what the you attribute that. is that all that jumping and putting nice liquidity bubble underneath? >> great fundamentals on the earnings side. revenue is growing strongly.

analysts that negative and earnings coming out. we are supposed to see another quarter of surprisingly good earnings on what analysts expect in our opinion. liz: nice fund picture year to date and year over year. when is the main focus of it? >> we like the return from dividends but one of the great things is we are in the golden age of dividend investing. they're increasing at the fastest pace in history and plenty of room to increase. liz: does that continue? it feels wrong in the tooth. >> it isn't. we have dividend payout ratios with percentage of earnings companies are following way below the normal historical average on all the major indexes. companies are printing a lot of

earnings and building up in cash and returning the cash to shareholders which we think is great. liz: looking at your top holdings i don't see at the moment on that charge any housing related stocks but you do like one in particular. >> we own flows corp.. liz: adding to your position? >> we are not adding to the position. we don't do that. we sell when they get more expensive. it is a big concept but that is what we do. we collect dividends while we wait for stocks to appreciate. lowe's has a good dividend yield of 2.1%. it is reasonably valued. if we get a follow-through with housing which we think we are going to this is the beginning of a story and housing. housing used to be twice the impact it is today in gdp. the whole housing sector was 14% of gdp. before the crisis.

it is now 7% of gdp. all those related industries get a lift as everybody continues to support housing. liz: we are in the business of business news. the trend in this flow as it pertains to stocks has been negative at least over july and early august because we were yanked around by a leash that is europe. callie the balancing out? >> we watch this. negative news trends have these the little bit. it is not as toxic as it was for investors. we have confidence rising. pose their --schlosser indicated qe2 is not working. we have confidence rising in the u.s.. we have economic growth. i would say it is not enough and whitely we need a follow-through on the fiscal side but this is looking like it is supportive to

the u.s. story. liz: i like the tone of what don has to say. i need to real dirt. he will have stock means he loves but in the meantime what is down? dow is down 62 points. we have read on the screen. volatility index moving up 4%. we have on the ticker. closing bell ringing in 50 minutes. find out when we come back. we are wrapping up the day's big stories and the biggest you could argue is generated by peter barnes's exclusive interview with charles schloo e schloosser of the federal reserve. the minute he said on air market started to move lower. fox business makes business and means business. [ male announcer ] let's say you need to take care of legal matters.

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liz: getting ready -- the season and power of the hour. hitting at 4 year high. very nice move for resorts and beaver creek and a bunch of other ski resorts. you got to go all the way back

to early 2008 to see this kind of move. better than expected fourth quarter earnings with challenging whether in the busy season as a lack of weather. and 32%, year over year. take a look at the dow 50 and you can see caterpillar which is the loser here down $3.77 for 2015 numbers and earnings would not coming and here is the fox 50. ups turning around here. let's check what is moving in the markets. sandra smith and nicole petallides at the stock exchange. i will give it to you first. >> i will look at a loser on wall street which is stable. you go and get all your things the kids need for school, face

intense competition every day from the office depot, walmart and amazon. what is their plan? why are they down 5.2%? they are planning on shedding 60 stores. and 45 in europe. and focus more on line with the mobility services to save money. this is what they're doing. cutting down brick and mortar shops to save money. about $250 million in years to come by doing this. like the market which has been accelerated is to the downside. liz: i was checking commodity numbers. there's some interesting action. >> there certainly is. agricultural markets were some of the biggest movers and the worst performers on the us cme. live cattle is the worst

performer today. we're getting indications that their light demand coming globally. we are a net exporter of these around the world. the most prized beef in the world and some white demand for that. the global weakening of the economy being reflected in those prices hitting a two week low. weak prices fell after russia had trout like the united states indicated their production and output won't be as small as once predicted so prices came down and we have been talking about is all day. we continue to see -- we can't afford to feed these animals. and lower prices, in the chicago tribune today, worldwide bacon shortage is coming. long term after those are in the market and prices go down, tight supplies are going to turn around so that is the trey day.

we have commodity winners. liz: don't even trade pork bellies any more. [talking over each other] liz: when it comes to the stuff. let's shake up with the team. biggest stories moving the market and we are going down so let's bring in liz macdonald. to you first with your exclusive interview made some big headlines. we don't usually crow about this. it began to speak to you and the markets went down. >> that is because he said he doesn't think q e 3, announced a couple weeks ago will be very effective. he doesn't think it will move very much on interest rates and on economic growth for the unemployment situation. he also said all of this creates -- could create additional risks in the economy. and more inflation down the

road. to unwind from trillions of dollars of bond purchases as part of all this. take a listen. >> the biggest jump for me on buying assets is the size of our balance sheet. how the size of the balance sheet will affect our ability to one wine from this whenever that time a come when we do that. will we have to sell assets? will we be able to use the tools we have developed in an effective manner? we're in a world we have never been before. >> he is not a voting member of the fomc and won't be one next year but he will rotate on in january of 2014 and had he been a voting member this time around in the last meeting he would have urged patience because he thinks the problem is the uncertainty in the economy and the election in the u.s. and the debt crisis unresolved in europe. liz: you really have the ear of many fed members just a week ago

you had eric rosengrin on the opposite side who felt q e has started to work and witnessed in the housing market. >> that is right. she pointed to the increase in the stock market for one thing as a sign that this was already having an impact and the fact that mortgage interest rates actually dropped on the day they made the announcement and he thinks that will support the housing market so he thinks this is the right direction to go and that is the great debate we are having in the fed. what is the right direction? we don't know. and chartered waters for all of us. liz: a lot of voices to come to fox business. rich edson is in the beltway. liz: let's go to rich. rich: the u.s. is at the mercy of events in libya. instead of shaping them president obama speaking to the united nations says the u.s. cannot solve every problem in

the world and cannot dictate the outcome of democratic transitions abroad. campaign surprising and significant economic impact. romney says he will address china cheating on trade and they romney aide confirms to fox business he would officially labeled china a currency manipulator. that is a step the obama administration has decided against taking. the obama administration has applied pressure where necessary filing international trade cases and other products. officials say with the u.s. searching china's currency has appreciated and manufacturers may like this increasingly tough talk on china american importers that rely on chinese-made products sell in the united states. >> john snow under president bush, a currency manipulator, tried to manipulate or at least soften what was happening in china but this is not incumbent

or maybe he is right that you can't really tell china what to do. what you looking at? liz: senator chuck schumer sale of spike in the number of truckers crashing into bridgees and overpasses on highways where they don't belong. eight of ten of these crashes was two hundred year is caused by truckers being misdirected by global positioning satellites that wrongly put them on parkways where they should not be. senator chuck schumer weighing in. >> the gps directed me on it and many truckers do not know that the gps is not programmed to be the same -- or a 15 foot high tractor-trailer. the owner should be on dot to make sure. liz: he wants to probe the matter and investigate the matter and issue new nationwide

standards for the gps industry but the problem is truckers are using these consumer devices and google maps -- the devices for truckers to use so they can avoid the parkways and the issuers, why not just to get them and keep the law of the parkway's? what would be doing before the global positioning system? liz: stocks that are affected by this -- liz: all of them. liz: thank you very much. closing bell ringing in 37 minutes. home prices rise for a third consecutive month in all 20 cities. wasn't just some aren't. 20 cities in the index. the housing market looking like it is starting to build a foundation. coming up brad freelander taking that piece of news and telling you how to allocate your money to profit on it. stay tuned. he is up next. we asked over 3,000 doctors to review 5-hour energy

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liz: fox business market check, the s&p health care sector is leading the s&p today. so when you see that we're down and that the s&p, the health care index, let's take a look. it is up nearly 17% so far this year to give you perspective, so it's a nice chart, certainly, when you look at that. new names that are hitting new highs, pfizer, merck, we've got abbott labs, they're still hitting these new highs along with eli lilly. guess the health care initiative is not that bad for those stocks, especially when you look at the year-over-year picture. you know the name greg smith maybe? we've talked about him a lot. if you don't, he was the guy who wrote that infamous op-ed in "the new york times" on goldman sachs saying i quit because i

couldn't deal with it anymore. >> crummy culture. liz: okay. now the former disgruntled employee getting ready to publish a tell-all book? i'm shocked. >> you knew that. what are you talking about? i think he got a, what, $1.5 million advance for this thing? he wrote it fairly quickly, right? the op-ed which got the book deal, i believe, came out in march, right? he cranked it out. he's right on schedule. it's interesting, he's going to come out with this book a week after goldman announces third quarter earnings on the 16th, this is what i hear. and here's what we know from inside goldman zacks because there's something interesting going on. roy blank fine has been on a charm initiative. he's been making the public rounds in sort of managed settings. clearly, what goldman's doing right now is trying to refurbish the firm's image coming off a couple tough years, making money during the financial crisis, getting too much money out of aig, you name it, taking

advantage of customers, the sort of epitome of what's wrong with wall street. now they're in this image remaking campaign. they've hired new pr people, and they're putting lloyd blankfein out there more and more, and i know they are very worried inside goldman sachs about greg smith. why are they worried? the book comes out, what'd i say, the 22nd? apparently, he's doing a fairly extensive media tour. he's going to be doing "of 0 minutes -- 60 minutes," anderson cooper. i should point out that -- i haven't asked him, but i don't think he'd go -- liz: why not? i'll take him. >> why don't you call him? i'm telling you -- liz: greg, come on the show. >> i won't go near you, greg, don't worry about it. i was critical of him. point out a couple of things. liz: momentum mean you can't interview him. >> right. i've been critical of lloyd blankfein. we called up anderson cooper,

"60 minutes," we got no comment out of them. goldman sachs has not confirmed them, but you can make a good bet that "60 minutes" is going to be right on his plate. he's done no fact checking with goldman. kind of interesting. i kind of think if he had real, real negative stuff he would have to go back to them saying, this is what i heard. there's always a libel issue. they may be pitching a book as opinion. sometimes you're able to get away with stuff and not run it by -- listen, people have written stuff about me in books. it's their opinion. when it's opinion, a little -- it doesn't have the oomph of a real sort of tell-all where we have facts, i have figures, and we need to do a real legal check. so we do know as of now the book's got to be in galleys, it's got to be printed, he's done no fact check on this. so that's kind of interesting. i think it'll be a big event for the media. i think the media will hone in

once again on goldman's culture. i don't think that is going to be good for the firm. i can't imagine the stock -- stocks trade for weird reasons. you know, this might be an investing play for you guys. if you think the stock is going to go up, you know, maybe the stock goes up on the fact that he doesn't have much. do you see what i'm saying? liz: absolutely. >> this is an interesting play. liz: we heard it all in the op-ed. >> that's what a lot of the publishers were saying, you know, he kind of has the op-ed and nothing more, this is why i don't think he'll ever talk to me because i wrote a very negative column. where did this kid come from? sounds well meaning, but he doesn't know that goldman sachs plays rough? liz: yeah. >> he was astounded in that column that you make, people make a lot of money, get advanced on wall street. it's like gambling, you know? [laughter] i mean, grow up. we'll see if he has more. the book is coming -- liz: people are shocked when they hear four-letter words used in a news newsroom.

grow up. >> we shouldn't discount this. this is a show about stocks, about investing, about business. look at goldman's share price. it could be a bet on this book if you think it's not going to be the tell-all book, maybe you buy shares. liz: that's a one month, and here's the year to date. and it's climbing back up. >> interesting. so maybe you buy on this dip. i know you laugh at me, but i don't know. right? maybe you don't. i'm not giving advice, i'm just telling you how you can play this book thing. liz: charlie gasparino, thank you so much. 27 minutes before the closing bell rings. coming up next, brad freed lander of angel oak investments, okay, his fund is outperforming every other fund in this category. in his category he is the superstar, he's sort of the summa cum laude whereas charlie and i were assume ma qume lousy. >> speak for yourself. liz: he's going to play you the new way. the fund, as i said,

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liz: the markets, right now we are down 72 points for the dow jones industrials and looking at the s&p 500, down 11. that is a loss of nearly three-quarters, just a little over three-quarters of a percent, so we take it to sandra smith at the cme in chicago, nicole petallides on the floor of the new york stock exchange. and, sandra, i know 292 isn't $3, but natural gas getting closer and closer or, isn't it? >> reporter: yeah, unbelievable rally there despite a stronger u.s. dollar today.

the entire energy complex was up. no surprise after jeff curry at goldman sachs put out that huge bullish note saying he believes energy prices are going to lead an 18% rise over commodity prices. and also this is, by the way, as those prices, there's a lot of people -- or a lot of those energy producers are slapping out coal -- swapping out coal for natural gas. also gasoline prices, a lot of people were predicting that gasoline prices were tapping out. not is case. gas prices up today. we had a jump in consumer confidence, we had the better than expected u.s. home sales, all of that contributed to those higher energy prices. back to you guys. liz: okay, i'll take it. and now, nicole, i want you to tell me something about the home builders that we don't know right now. >> reporter: well, i'd like to say that the ceo of lennar sounding very optimistic about the future for the sector

because we know that the sector is already, up to this point, has done very well. but to hear this optimism going forward is very interesting as well. during a tough economy. but let's take a look here. this is hovnanian, down 4% right now, but you've got to remember there may be some profit taking. this stock is up 154% year to date. we've seen, obviously, some of the home builders recovering. five years ago we had the housing bubble, it burst, we've had low interest rates, high rents, people have been more apt to be buying houses most recently, so lennar's numbers that came out yesterday come on the heels of kb homes. so they still continue to do pretty well, still seeing demand for homes. back to you. liz: that does my heart good, to hear hovnanian doing well. aaron is a guest often, and he stuck it through some very tough years and the past couple of years for this housing implosion. thank you very much, nicole. so let's talk about a piece of housing data that's gotten us

excited here and, granted, the market isn't, but we are or because the case-shiller index which is a real index for home prices is showing more positive news today. in fact, it's the fourth month in a row where we started to see everything really continue to move higher up off the floor. now, if the fed is jumping into and buying mortgage-backed securities, which they said they would, right? how do you invest on that? how do you get to be part of that wave? be a way -- in a way it's called momentum investing. you don't fight it and go the other way. it's so huge on a federal reserve level, there's a way to make money off it. let's bring in brad friedlander of angel oak capital, investing primarily right now in nonagency mortgage bonds. brad, let's talk about where your money is -- >> hey, liz. liz: -- what you anticipate will be the real payoff here. >> sure. well, you know, we're seeing so much these improvements in housing fundamentals, we've seen it reported today with case shiller. really not spoken much about are

mortgage delinquencies as well across the country. those are down roughly 25% or so in the last two years. helping home prices has been mortgaginventories or housing inventories as a whole, those have been whittled down to roughly two and a half million, that's about -- we flirted with about 12 months of supply in housing of existing homes, and that's come down to roughly six months of supply. new homes is another good story as well, you know, 300 million americans, at least 60, 70 million homeowners, and there are 142,000 new homes available on the market. it's one of the reasons why we're seeing so much optimism right now with the home builders. so home prices we're beginning to see some improvement, i'm joining you here from atlanta which is supposedly one of the worst cities across the country, and we're seeing a shortage in investment opportunities in foreclosures. we're not, of course, doing that ourselves, but investors are looking, and they're finding a shortage right now. liz: well, let's talk about your

fund because we just showed the year other year, it may have been a year to date, but you are in the top 1% of your entire category. you are outperforming more than 1200 other funds who try and mimic what you do. what is it that has the secret sauce for the angel oak multistrategy income fund? i mean, this is a great chart. i give you props here. is in the fed effect, or is it just you being able to pin point and spot with laser focus an opportunity going into it and your fund then follows the trend? >> oh, thanks. well, you know, we continue, angel oak comets to scour the investment -- continues to scour the investment universe and particularly fixed income for opportunities. we're seeing this improvement in housing, we're finding yields available still in the one sector that looks particularly attractive to us, these are the nonagency mortgage bond sectors, that's the sector that's not guaranteed by fannie or freddie -- liz: let me stop you there. you have got 73% of the fund in

nonagency mortgage-backed securities and, again, there is risk there, and yet the message really is with the risk is now coming major reward for you. >> sure. absolutely. we believe so. this is an area where, you know, credits continue to improve, as an investor your risk is tied more to homeowners across the country and their ability to make their monthly payments and make their principal and interest payments. but we continue to see opportunities there, yields within that sector. still attainable in in the 5-7% range, and what continues to attract me the most is that it's one sector where the best is not priced in yet. the housing recovery is still not priced into this sector. this was an area where you had many investors who were burned and don't want to be burn with the again. so that comets to draw us as well -- continues to draw us as well. you know, as far as a connection to the fed as well, when you see rates coming down like they have, the purchases of mortgage-backed securities, you know, fannie and freddie mortgages, drawing down, drawing

down those rates, encouraging refinancing, this is a sector within fixed income that's not trading at 100 cents on the dollar. you're still able to find bonds below that are, essentially, being called back to you. liz: well, intentionally or not, the fed in a way is punishing savers, and you can either fight that and complain about it or make money like brad has. good to see you, thank you very much. >> thank you. liz: brad friedlander, angel oak capital. he's got about 900 million in assets under management, and we will put the name of the fund on the ticker symbol which is anglx on our facebook.com/liz claman page. fifteen minutes before the close, we're still falling down 34 points, but fear not -- 84 points. don shriver back in the studio, he says that it's the golden age of dividends still. you haven't missed it, he says, and you should be piling on the trade. coming back with three dividend-paying stocks he really likes right now for your

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liz: don shriver says it is the golden age of -- i know, you thought you missed it, right? it's been going on for a year, no, he says it's back. you've got time. he's got three names he says will keep dishing out dividends for you. don, let's get to it right now. the number one pick today

happens to be one of the worst performers on the dow, if not the worst today, and that is caterpillar. >> yeah. everybody thinks that, you know, global growth is going to slow, caterpillar is going to stall. i think their announcement on 2015 earnings is just managing expectations. i do think that, you know, if this trend continues, which i don't think it's going to, i actually think we're going to get a shift in more positive economic momentum around the world, you know, in this coming months. so we're going to see a positive move. if you see that, this stock is going to move. liz: okay. the time you want to buy caterpillar is not back in march. if you can see that point right there, not back in march. would be more like today. caterpillar is not going away, folks, okay? and you will still get some money. you get paid to wait in a way with the tiff tend, and it's about 2.34%, correct? >> yes. liz: let me get to your second one, why safeway? >> safeway's a really well-run food store.

it's principally out west, midwest. it's a great store. i have a place in the arizona, we shop there. at any rate, it's got a high dividend yield of almost 4.5%, we've got, um, good earnings, really strong earnings and rising revenue in a space where you don't find that too often. the stock's not expensive, it's relatively cheap. liz: see and, again, the chart is very similar to what you saw with caterpillar, right? and i don't like when a stock looks like this and they say buy there. you do not want to buy at the height, people. >> no, we don't buy stocks at 52-week highs. liz: you would not do that. >> it's difficult to buy a stock cheap. liz: almost impossible. your third pick. >> our third pick is cisco. infrastructure, corporate america, worldwide. you know, they are the backbone of technology being developed all around the world. liz: do you care who is running it at this point, whether it's john chambers or one of his

minions? because there's so much discussion about when he's leaving, if he's leaving. he's been there forever. do you really care? >> well, you do care about the executive office and a company being well run, but this company has fantastic products, and it is really strong worldwide in its footprint. it's not going to go anywhere. if we get a resurgence in corporate spending on infrastructure, on the technology side, this stock looks really good. liz: let me throw this out at you, and it's not necessarily a dividend story, but it is a competitor study. what way, it's huawei. it's a chinese company, some would say they lifted a few pieces of intellectual property from cisco. they can't get government contracts, but does that concern you? >> well, any competition for a large company that dominates this space concerns us. that's one of the reasons why you've got to look at the stocks you own all the time versus, do you you know, what else you could hold. there is no buy and forget.

you've got to review your stocks, do your homework and make sure you're invested appropriately. liz: there is no buy and forget. you've got to watch it. good to see you, don, thank you. wbi investments' ceo and portfolio manager. his fund up about 25% year-over-year. closing bell, we're just six minutes away. it is a tough day on the markets, but make sure to follow me @liz claman on twitter. when you come back with me, going to tell you one real estate play that's not really seeing any green today. don't go away, you can't miss it. ♪ [ female announcer ] you want family dinner to be special.

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liz: this is a stock that has done unbelievably well since its ipo in august of 2011, but today still low getting slammed -- zillow getting slammed. why? it's apparently the target of a short seller which says zillow does not have revenue transparency and, therefore, they are questioning the valuation of ticker symbol z for zillow. despite the drop today, the stock is still up about 84% year to date. not bad. and we're looking at right now a market that is down for the count. in fact, pretty much close do the lows of the session for the dow jones industrials, down 97 points, but we just have a couple of minutes before "after the bell "hits it. david: very close to triple-digit down, and you were just talking about caterpillar, they're dragging some stocks along. we're going to tell you what those are. but first, nicole petallides at the new york stock exchange.

i guess you can call in theing crosser effect, our own boy, peter barnes had with charles foster, the head of the philly fed bank, he criticized more money printing by the fed. >> reporter: that's right. he certainly gives out an element of skepticism for qe3, and that takes down everybody's idea of just more money flowing. so with that we saw the markets turn, move into the red, and we've seen selling since then. liz: okay. rimm, cannot ignore -- am i the last person on the planet using a blackberry? oh, david too. david: i've got one too. liz: we're making a nice comeback as the company announces positive data on subscriber growth. >> reporter: that's right. risen to 80 million from 78 million. they have their new blackberry 10 which they're expanding on. can't write off rimm yet. david: all right, consumer stocks not doing bad, and disney